I used a customized client intake form to get at the real issues that hinder a small business' performance. When working with one of your friends or clients, I want to make sure they get a "win" right off the bat and furthermore, I want them to be successful long term. This intake form guarantees we both know what the issues are and allows us to determine together, what their priotities are and what I will address, and in what order. Your friend or client's success is always my priority!